The Bargetto Ingesson Evans Group - Morgan Stanley - Santa Cruz, California

The Bargetto Ingesson Evans Group – Morgan Stanley: A Comprehensive Overview

For individuals and families seeking comprehensive financial consulting and investment services, The Bargetto Ingesson Evans Group, affiliated with Morgan Stanley, presents a notable option. Located at 6004 La Madrona Dr, Santa Cruz, CA 95066, United States, this team offers personalized guidance within a globally recognized institution. This detailed overview will delve into the group’s specialties, location, accessibility features, and available resources, providing potential clients with a clear understanding of what to expect. It’s important to note that currently, this group has 0 reviews on Google My Business, suggesting a relatively new or less-publicized operation, although the association with Morgan Stanley provides a degree of established credibility.

About the Bargetto Ingesson Evans Group

The Bargetto Ingesson Evans Group operates as a division of Morgan Stanley, a leading global wealth management firm. This affiliation grants the team access to a vast array of resources, research, and investment strategies. They specialize in providing tailored financial consulting to a diverse clientele, encompassing areas such as retirement planning, estate planning, investment management, and tax optimization. The team’s approach centers around building long-term relationships based on trust and a deep understanding of each client’s unique circumstances and goals. They prioritize a collaborative approach, working closely with clients to develop strategies aligned with their individual needs and risk tolerance.

Location and Accessibility

The group’s physical location at 6004 La Madrona Dr, Santa Cruz, CA 95066, provides a convenient point of contact for clients in the Santa Cruz area and beyond. Recognizing the importance of inclusivity, the office has been designed with accessibility in mind. Specifically, the facility offers:

• A wheelchair-accessible car park
• A wheelchair-accessible entrance
• A wheelchair-accessible toilet
• Public toilet facilities

These features demonstrate a commitment to ensuring that all clients can comfortably and confidently access the services provided. It’s always advisable to contact the office directly to confirm specific accessibility details or to schedule an appointment, particularly concerning any potential limitations.

Contact Information

To connect with the team, you can reach them at 8314405257. Alternatively, you can explore their offerings and learn more on their dedicated Morgan Stanley webpage: advisor.morganstanley.com. Scheduling an appointment is strongly recommended to discuss your investment needs and explore potential strategies.

Services Offered

The Bargetto Ingesson Evans Group provides a comprehensive suite of financial services, including:

• Investment Management: Portfolio construction, asset allocation, and ongoing performance monitoring.
• Retirement Planning: Developing strategies to help clients achieve their retirement goals.
• Estate Planning: Guidance on wealth transfer and legacy planning.
• Tax Optimization: Strategies to minimize tax liabilities and maximize after-tax returns.
• Financial Planning: Comprehensive analysis of financial situations and goal setting.

Their expertise extends across various investment vehicles, including stocks, bonds, mutual funds, and alternative investments.

Current Reputation and Client Feedback

Currently, the group’s Google My Business profile reflects 0 reviews. This absence of publicly available feedback should be interpreted with caution. While this could indicate a relatively new operation or a focused approach on building client relationships directly, it also suggests a lack of immediate public validation. Potential clients are encouraged to conduct thorough due diligence and seek independent verification of the team’s credentials and performance.

Key Takeaways and Recommendations

The Bargetto Ingesson Evans Group – Morgan Stanley presents a viable option for individuals seeking professional financial advice and investment management. Their affiliation with Morgan Stanley provides a strong foundation of resources and expertise. The office’s commitment to accessibility is commendable, and the team’s focus on personalized service is a positive attribute. However, given the lack of recent client reviews, prospective clients are advised to prioritize thorough research and seek multiple perspectives. Contacting the team directly at 8314405257 and scheduling an appointment is highly recommended to discuss your specific financial objectives and explore how their services can align with your needs. The website, advisor.morganstanley.com, offers valuable supplementary information. Considering the value of their services, it is advisable to arrange an appointment for a detailed consultation.